Table of Contents:
- Global Sharing Projects and Site Selections
- Global Sharing Parcel Searches
- Adding your Company's Logo
Getting Started
Administrators can navigate to their account settings by selecting their name in the upper right-hand corner and then Manage Account from the dropdown. The Manage Account page includes a list of current users tied to your company account, their user email address, and their current role.
Global Sharing Projects and Site Selections
Administrators can enable the sharing of all projects with all their organization's users, which makes every user a viewer of a project. When this setting is enabled, users will be able to view all company projects when selecting the Company Projects dropdown in the Dashboard. If this setting is disabled, users will no longer be able to view past projects, unless it was shared with them directly.
Transect Administrators are automatically added as Collaborators on all projects regardless of Global Sharing settings.
To enable Global Sharing for Projects:
- Click the toggle to enable 'Share Projects/Site Selections with All Customer Users'.
- Select Update Account to apply your changes.
Looking for more information on project-level permissions? Check out this article to learn more.
Global Sharing Parcel Searches
Similar to sharing projects, enabling the 'Share Saved Parcel Searches with All Customer Users?' feature will share all new parcel searches with all company users.
To enable Global Sharing for Parcel Searches:
- Click the toggle to enable ''Share Saved Parcel Searches with All Customer Users?".
- Select Update Account to apply your changes
Company Logo
From 'Manage Account', Admins can upload a company logo in the 'Company Logo' section. Simply click Upload, then search and select the logo image. Your logo will display on Transect Report PDF exports if it's included as part of your subscription.